VisionPoint Advisory Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Buy |
2,326
+214
| +10% | +$68.3K | 0.16% | 142 |
|
|
2025
Q1 | $568K | Buy |
2,112
+170
| +9% | +$45.7K | 0.19% | 104 |
|
|
2024
Q4 | $580K | Sell |
1,942
-387
| -17% | -$115K | 0.2% | 102 |
|
|
2024
Q3 | $632K | Sell |
2,329
-2,391
| -51% | -$648K | 0.21% | 102 |
|
|
2024
Q2 | $1.09M | Sell |
4,720
-205
| -4% | -$47.5K | 0.39% | 71 |
|
|
2024
Q1 | $1.12M | Sell |
4,925
-4,713
| -49% | -$1.07M | 0.4% | 66 |
|
|
2023
Q4 | $1.81M | Sell |
9,638
-212
| -2% | -$39.7K | 0.67% | 43 |
|
|
2023
Q3 | $1.47M | Buy |
9,850
+540
| +6% | +$80.6K | 0.63% | 48 |
|
|
2023
Q2 | $1.62M | Buy |
9,310
+530
| +6% | +$92.3K | 0.66% | 46 |
|
|
2023
Q1 | $1.31M | Buy |
8,780
+1,496
| +21% | +$223K | 0.58% | 49 |
|
|
2022
Q4 | $1.32M | Buy |
+7,284
| New | +$1.32M | 0.55% | 42 |
|
|
2020
Q4 | – | Sell |
-2,209
| Closed | -$221K | – | 139 |
|
|
2020
Q3 | $221K | Sell |
2,209
-62
| -3% | -$6.2K | 0.1% | 117 |
|
|
2020
Q2 | $217K | Buy |
+2,271
| New | +$217K | 0.09% | 100 |
|
|
2020
Q1 | – | Sell |
-1,898
| Closed | -$236K | – | 118 |
|
|
2019
Q4 | $236K | Sell |
1,898
-207
| -10% | -$25.7K | 0.1% | 108 |
|
|
2019
Q3 | $241K | Buy |
2,105
+34
| +2% | +$3.89K | 0.07% | 118 |
|
|
2019
Q2 | $256K | Buy |
+2,071
| New | +$256K | 0.07% | 109 |
|
|
2019
Q1 | – | Sell |
-3,137
| Closed | -$299K | – | 130 |
|
|
2018
Q4 | $299K | Buy |
+3,137
| New | +$299K | 0.1% | 79 |
|